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iShares MSCI USA Quality Factor ETF
QUAL

Overview Fund Activity

765 hedge funds and large institutions have $16.8B invested in iShares MSCI USA Quality Factor ETF in 2021 Q3 according to their latest regulatory filings, with 91 funds opening new positions, 336 increasing their positions, 216 reducing their positions, and 29 closing their positions.

Holders
765
Holders Change
+50
Holders Change %
+6.99%
% of All Funds
13.44%
Holding in Top 10
112
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+9.8%
% of All Funds
1.97%
New
91
Increased
336
Reduced
216
Closed
29
Calls
$27.8M
Puts
$1.78M
Net Calls
+$26M
Net Calls Change
-$25.9M

Top Buyers

1
SOMRS
1
State of Michigan Retirement System
Michigan
$178M
2
B
2
Barings
North Carolina
$90M
3
HI
3
Horizon Investments
North Carolina
$243M
4
Morgan Stanley
4
Morgan Stanley
New York
$676M
5
Stifel Financial
5
Stifel Financial
Missouri
$78.2M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$423M
2
AWM
2
AE Wealth Management
Kansas
$27.2M
3
NAM
3
Nissay Asset Management
Japan
$0
4
BCI
4
Brinker Capital Investments
Pennsylvania
$5.77M
5
RJA
5
Raymond James & Associates
Florida
$88.5M
Name Market Value Shares Shares
Change 		Shares
Change %
LFAS
776
Level Four Advisory Services
Texas
– – -3,020 Closed
CRI
777
Colonial River Investments
Virginia
– – -2,285 Closed
GA
778
Geller Advisors
New York
– – -2,234 Closed
OAM
779
Oppenheimer Asset Management
New York
– – -2,014 Closed
PCIA
780
Prime Capital Investment Advisors
Kansas
– – -1,838 Closed
NEPWA
781
New England Private Wealth Advisors
Massachusetts
– – -1,785 Closed
TSS
782
Two Sigma Securities
New York
– – -1,717 Closed
FNBT
783
FineMark National Bank & Trust
Florida
– – -1,687 Closed
BCA
784
Biltmore Capital Advisors
New Jersey
– – -1,560 Closed
STA
785
Summit Trail Advisors
New York
– – -1,511 Closed
ACM
786
Anfield Capital Management
California
– – -1,359 Closed
PFP
787
Pinnacle Financial Partners
Tennessee
– – -729 Closed
ONST
788
Old North State Trust
North Carolina
– – -687 Closed
TI
789
tru Independence
Oregon
– – -661 Closed
CB
790
Community Bank
New York
– – -550 Closed
AWM
791
Accel Wealth Management
Iowa
– – -196 Closed
MFT
792
Moisand Fitzgerald Tamayo
Florida
– – -107 Closed
Toronto Dominion Bank
793
Toronto Dominion Bank
Ontario, Canada
– – -67 Closed
MA
794
Modus Advisors
Minnesota
– – -45 Closed
PAM
795
PFM Asset Management
Pennsylvania
– – – –
Nomura Holdings
796
Nomura Holdings
Japan
– – – –
FTUS
797
Flow Traders U.S.
New York
– – – –
DRS
798
Deane Retirement Strategies
Louisiana
– – – –
GLLW
799
Graves Light Lenhart Wealth
Virginia
$0 3 +3 New
28 29 30 31
32